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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,376 | $76,551-30.3% | $123,894-56.9% | $62,881-15.1% |
| Participation rate | 55.2% | 73.0%-17.8pp | 81.4%-26.2pp | 69.3%-14.1pp |
| Annual return | 11.54% | 18.68%-7.1pp | 47.52%-36.0pp | 20.14%-8.6pp |
| Employer contribution / active EE | $2,520 | $2,882-12.6% | $4,617-45.4% | $2,281+10.5% |
| Participant deferral / active EE | $4,238 | $4,840-12.4% | $5,984-29.2% | $3,203+32.3% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |